Semiconductor News & Analysis Feed
8227 articles
2026-05-28
blogs.nvidia.com
2026-05-28
NVIDIA Blog
AI factories are a new class of infrastructure built to manufacture intelligence that’s always on and in real time. In the industrial age, power plants converted energy into electricity. In the AI age, AI factories convert energy into tokens — the unit of production for reasoning models, agents and intelligent systems.
Their economics are defined by what they produce: tokens per second, tokens p
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon’s, Record
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand
27.05.2026 - 18:05:47 | boerse-global.de
Infineon shares double in 2026 after record Q2 results and second price hike. Analyst downgrade warns rally is fully priced in despite AI-driven demand surge.
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand - Foto: über
2026-05-28
www.networkworld.com
2026-05-28
Network World
SK Hynix claims a 30% reduction in thermal resistance for its new chip design integrating cooling inside HBM memory stacks.
SK Hynix has plans to make high-bandwidth memory run cooler than these old chips.
Credit: Gordon Mah Ung
South Korean semiconductor giant SK Hynix has announced a new type of high-bandwidth memory (HBM) for AI datacenters that improves heat dissipation by integrating a cool
2026-05-28
blogs.nvidia.com
2026-05-28
NVIDIA Blog
AI factories are a new class of infrastructure built to manufacture intelligence that’s always on and in real time. In the industrial age, power plants converted energy into electricity. In the AI age, AI factories convert energy into tokens — the unit of production for reasoning models, agents and intelligent systems.
Their economics are defined by what they produce: tokens per second, tokens p
2026-05-28
news.google.com
2026-05-28
24/7 Wall St.
2026-05-28
news.google.com
2026-05-28
Yahoo Finance
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
The breakneck surge in memorychip stocks is intensifying, sending the market capitalizations of SK Hynix Inc and Micron Technology Inc above US$1 trillion for the first time, as investors bet the artificial intelligence (AI) boom would lead to a sustained revaluation of the industry.
SK Hynix rose 9.3 percent in South Korea yesterday, taking its 12-month gain to more than 1,000 percent and becomi
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
Taiwan prosecutors suspect that three individuals successfully smuggled at least one shipment of Nvidia Corp artificial intelligence (AI) chips to China after first exporting them to Japan, people familiar with the matter said.
The trio was detained last week by Keelung District Prosecutors Office for allegedly falsifying documents related to exports of Super Micro Computer Inc servers containing
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) employee bonuses are likely to grow more than 30 percent this year, in line with the past few years as the company’s profits continue to set new records, an anonymous source cited TSMC chairman C.C. Wei (魏哲家) as saying yesterday.
TSMC, the world’s largest contract chipmaker, is committed to taking care of its workers, the source said, citing Wei’s
2026-05-27
www.chosun.com
2026-05-27
조선일보
By Kwak Chang-yeol
Published 2026.05.28. 00:54
On the 27th, the closing prices of Samsung Electronics and SK Hynix, which are listed in a leveraged exchange-traded fund (ETF), are displayed on the status board at the Hana Bank dealing room in Jung-gu, Seoul. On that day, Samsung Electronics closes at 307,000 won, up 8,000 won (2.68%) compared to the previous trading day, and SK Hynix closes at 2,
2026-05-27
www.moomoo.com
2026-05-27
Moomoo
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2026-05-27
www.techrepublic.com
2026-05-27
TechRepublic
www.techrepublic.com
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
wccftech.com
2026-05-27
Wccftech
FuriosaAI and Broadcom have partnered to build a high-performance AI accelerator chip featuring next-gen HBM4/E memory.
FuriosaAI has announced its third-generation AI accelerator, which builds upon its 2nd Generation RNGD platform, which is currently in mass production on TSMC's 5nm process technology. The 2nd Gen RNGD AI platform comes in the form of a 180W PCIe-based design, which aims at LLM
2026-05-27
rbj.net
2026-05-27
Rochester Business Journal
rbj.net
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2026-05-27
www.marketwatch.com
2026-05-27
MarketWatch
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2026-05-27
www.techtimes.com
2026-05-27
Tech Times
By Allen Lee
Published: May 27 2026, 11:33 AM EDT
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SAMSUNG.COM
Samsung Foundry plans to tape out its Physical AI chiplet platform with design partner Cadence Design Systems in early 2027, with volume production of commercial chips targeted for the second half of that year — a move that signals
2026-05-27
www.techtimes.com
2026-05-27
Tech Times
By Allen Lee
Published: May 27 2026, 11:33 AM EDT
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SAMSUNG.COM
Samsung Foundry plans to tape out its Physical AI chiplet platform with design partner Cadence Design Systems in early 2027, with volume production of commercial chips targeted for the second half of that year — a move that signals
2026-05-27
ca.finance.yahoo.com
2026-05-27
Yahoo! Finance Canada
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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